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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,945 | $178,174-47.3% | $156,181-39.8% | $137,256-31.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.57% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $689 | $4,972-86.1% | $4,294-83.9% | $4,156-83.4% |
| Participant deferral / active EE | $4,314 | $6,888-37.4% | $6,132-29.6% | $6,407-32.7% |
| Admin fee / account holder | $5,242 | $17,404-69.9% | $14,586-64.1% | $12,270-57.3% |